Chartered Financial Planner
I have worked in financial services for 40 years, and over the last 10 years delivering holistic financial planning solutions and outcomes for my clients and their families. Honesty, integrity, and reliability are for me vital in order to build long standing, trusting relationships with my clients and to add real value to the advice I deliver.
I specialise in lifestyle financial and retirement planning, which includes investment, pension, protection and estate planning advice for directors, professionals, high earners, and their families. My aim is to make a real difference and help clients achieve their financial goals and aspirations, in order to give them financial independence and peace of mind.
Outside of work, I like to keep fit and I love all kinds of sport, particularly Rugby Union and football, having travelled on two British and Irish Lions tours and 2 Rugby World Cups. I am also a lifetime supporter of the mighty Sky Blues. I am a devoted father to my daughter, who has given me two beautiful grandchildren in the last few years.
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